How do you see the chance for classical “low-end disruption” like Christensen described? i.e. small players buy small solutions because they’re cheaper and have less scope. Then larger companies start using the low-cost software etc.
Just look at Concur, Fieldglass, SuccessFactors, BusinessObjects, etc
All were acquired by SAP because SAP can't do SaaS right and filled specific product areas of ERP.
SalesForce is also the greatest example of someone who started fairly small scope (small team CRM) and moved into bigger scope (enterprise CRM + enterprise application platform development).
